James Sweeney is a CFP-designated registered investment advisor at Switchpoint Financial Planning LLC, based in Lehi, UT, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 102 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rate applies to standalone investment management only. Comprehensive financial planning and investment management is charged via an annual flat fee ranging from $6,800 to $30,000 based on complexity, not portfolio size.
Fee Estimator
Contact
James Sweeney
Location
2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT, 84048
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Switchpoint Financial Planning LLC
Previous Registrations
The Martin Worley Group
Knox Capital Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
In addition to NAPFA, I am also a member of theFee-Only Network, andXY Planning Network. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.
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